Specialty Programs

Cleaton is a Financial Consultant for the Rochester Community Schools and Macomb Intermediate School district.

He assists and provides guidance to school district employees on their TSA’s (Tax Sheltered Annuities):

  • The Initial Set-Up Process
  • TSA Provider
  • Investment Selections
  • Contribution Amounts
  • Asset Class Guidance
  • Pay Period Allocations
  • Beneficiary Selection

Employees in each school district must use a TPA (Third Party Administrator) to process their paperwork.

Third Party Administrator contacts for each respective school district are as follows:

Macomb Intermediate School District
GLP Associates
248-489-0101
www.glpwins.com

Rochester Community Schools
The Omni Group
877-544-6664
www.omni403b.com

 

Rochester Community Schools and Macomb Intermediate School District are not affiliated with Scripter and Associates or LPL Financial.

© 2019 Cleat Lindsey. All rights reserved. Site Admin · Entries RSS · Comments RSS
Powered by WordPress · Designed by Theme Junkie